Institutional Custody Services and Safekeeping

Within Regions Institutional Services, we specialize in working with large and complex pools of assets in the area of securities processing and handling, which we refer to as Institutional Custody. We offer the service through experienced management and staff, excellent operational capabilities, sound internal control procedures and quality client service.

  • Asset Custody
  • Multiple Statement Reporting
  • On-line Access
  • Daily Valuation
  • Sweep Cash
  • Benefit Payment Services
  • Tax Reporting
  • Schedule "D" Reporting
  • Trade Clearance
  • Performance Reporting
  • Governmental Reporting
  • Adhoc Reporting
  • Capital Change Notifications
  • Third Party Interfacing
  • Securities Lending
  • Cash Management


  • Public Funds
  • Taft Hartley's
  • Investment Managers
  • Corporations
  • Healthcare Providers
  • Insurance Companies
  • Foundations
  • Endowments

We would like to be your trusted partner and succeed with you. Call us at 1-800-REGIONS, or tell us more about your wealth management needs and an experienced professional will contact you.


Investment advisory services are offered through Regions Investment Management, Inc. ("RIM"), a Registered Investment Adviser. RIM is wholly owned by RFC Financial Holding, LLC, which in turn, is a wholly owned subsidiary of Regions Financial Corporation.